See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,173 | $95,453-11.8% | $112,040-24.9% | $82,448+2.1% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.5%+12.1pp | 68.1%+20.5pp |
| Annual return | 10.93% | 23.92%-13.0pp | 24.52%-13.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $162 | $2,318-93.0% | $2,954-94.5% | $2,551-93.7% |
| Participant deferral / active EE | $3,789 | $4,224-10.3% | $5,098-25.7% | $4,139-8.5% |
| Admin fee / account holder | $914 | $9,013-89.9% | $12,098-92.4% | $7,234-87.4% |